They need a price consumers can't stomach or are unwilling to pay, and without that the company is profitable but not able to justify investments. That's the argument.
replyI'm interested in your argument but who needs a price for what exactly? Like token costs are unsustainable argument? Or are you saying they need a stock price to keep their valuation high?
replyToken cost might be sustainable but still not profitable enough to make up for the costs of either training or the investments gifted away until it became profitable. They also might have no relevant moat that allows them to enshittify enough. But mainly, they are in "I need to kill whole industries to be worth it" tiers of investment.
replyThey say it’s going to happen because they want it to happen.
reply